Senior Forms Analyst, Marketing Operations

Corebridge Financial • Woodland Hills, CA

2d • Hybrid

About The Position

Corebridge Financial is seeking a Senior Forms Analyst to join their Marketing Operations team. This role reports to the Manager of the Forms Administration team and is responsible for ensuring accurate and compliant forms are brought to market efficiently. The position supports the IR and Life businesses throughout the customer journey and sales process, from pre-sale and product development to new business and in-force stages. The Senior Forms Analyst will help develop, evaluate, monitor, and improve standardized processes and templates to enhance the forms-development process. They will utilize technology, tools, and resources to facilitate effective forms creation, distribution, and administration. The ideal candidate will be organized, data-driven, and customer-focused to achieve timely results.

Requirements

• Bachelor’s degree or equivalent work experience.
• Demonstrated experience managing and updating large-scale form libraries (1,000+ assets) across multiple repositories and digital platforms, ensuring regulatory compliance and on-time product releases.
• Strong cross-functional collaboration skills with the ability to work effectively with product, sales, distribution, and other stakeholders, supported by a solid understanding of financial/insurance products and their lifecycle.
• Analytical and process-improvement expertise, including reporting, data-driven decision-making, asset rationalization, clear documentation of rationale, and the ability to recommend and implement system and process enhancements.
• Proficiency in MS Excel, Outlook, Word, and PowerPoint.
• Be a self-starter with a strong work ethic and high level of personal accountability.
• Excellent communication, writing, and organizational skills.
• Ability to handle a fast-paced environment, managing multiple projects with changing priorities and deadlines.

Nice To Haves

• 5+ years of experience in financial services preferred.
• Comfortable with Jira is preferred.

Responsibilities

• Ensure timely updates to forms and applications to meet compliance mandates and product release schedules.
• Load and manage forms in various repositories and web properties for the IR business.
• Maintain accurate metadata, digital components, and descriptions for all 2,400+ IR and Life forms.
• Collaborate with product and sales/distribution teams on sales kits and product/firm nuances.
• Create and develop periodic reports to deliver insights and trends.
• Assess and provide thorough data and recommendations to consolidate redundant forms and streamline assets.
• Partner with cross-functional teams for alignment, leveraging understanding of Corebridge products, features, and systems.
• Optimize inventory for customer satisfaction.
• Clearly and articulately provide documented rationale behind decisions and memorialize them.
• Provide suggestions and plans to upgrade processes, procedures, and systems.
• Use organizational acumen and experience to contribute to other departments and functions.

Benefits

• Medical, dental and vision insurance plans
• Mental health support and wellness initiatives
• Retirement benefits options (401(k) Plan with Company matching contribution up to 6% and Company contribution of 3%)
• Employee Assistance Program (Confidential counseling services and resources)
• Matching charitable donations (up to $5,000)
• Volunteer Time Off (up to 16 hours annually)
• Paid Time Off (at least 24 days)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree